Meet the Team
We are a bunch of wealth-tech enthusiasts with a common goal of making portfolio management and financial planning tools accessible to all.
Ryan Tristan Chiu
Digital Media & Software Developer
Pauline Shum Nolan, PhD
Co-Founder & CEO
Bruce Seago, MBA
CFO & Business Strategy
Simiao Zhou, PhD, CFA
Director of Research &
Senior Software Developer
Ryan Tristan Chiu, BAH
Software Developer & Digital Media
Armaan Zaffino, BBA
Product and Client Success Manager
Magda Kajo
Digital Marketing and Sales Associate
Daniel Laufer
Full-Stack Software Developer
Pauline Shum Nolan, PhD
Founder & CEO
Eddie Wang, MSc
Front-end Software Developer
Preet Banerjee, MSc
Director & Partner
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Finalist...